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Julia2023's avatar
Julia2023
Helper I
1 year ago
Solved

Power BI Report Builder: Issue with Filtering

Hello Community,

Can someone help with Power BI Report Builder? I have a matrix with 3rows and created a flow to export a paginated report to Excel. However, when filtering by category only, instead of returning 3 products, it only shows one. Can anyone please help? Thank you. 

Excel file: 

 

Filtering by category: 

 

Matrix in Power BI Report Builder:

 

 

 

  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi Julia2023 ,

    How did you set your matrix in Power BI Builder? When you click "Run" button, can you get the expected result in Preview page? If you can see three products under Category A1, then you can also export it with three products for this category... 

    You can follow the steps below to create the visual and export the data as you expected, please find the details in the attachment.

    1. Insert a Table

    2. Add Row parent group, group by Region

    3. Find parent group in Row Groups tab, right click Add Groups-->Child Group... for [Category] and [Product] 

     

    4. Add the field [Sales] onto the table

    5. Click "Run" and export the data to excel file

    Export to excel file

    Best Regards

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Julia2023 ,

    How did you set your matrix in Power BI Builder? When you click "Run" button, can you get the expected result in Preview page? If you can see three products under Category A1, then you can also export it with three products for this category... 

    You can follow the steps below to create the visual and export the data as you expected, please find the details in the attachment.

    1. Insert a Table

    2. Add Row parent group, group by Region

    3. Find parent group in Row Groups tab, right click Add Groups-->Child Group... for [Category] and [Product] 

     

    4. Add the field [Sales] onto the table

    5. Click "Run" and export the data to excel file

    Export to excel file

    Best Regards

    • Julia2023's avatar
      Julia2023
      Helper I

      Thank you, Anonymous, this is amazing. Can you please advise on what you would do if you want to add quarterly sales and monthly sales analysis? Would it involve inserting new columns?